Xodo Sign is a cloud-based digital signature platform that helps businesses sign and manage documents online. It enables secure and legally binding eSignatures with features like templates, audit trails, and a document editor.
Xodo Sign allows users to upload documents, configure signature fields, and invite signers effortlessly. It also supports in-person signing for flexibility of various business needs. Xodo Sign integrations include popular apps and the platform allows businesses to streamline document preparation with pre-filled templates for contracts and forms to improve efficiency.
Xodo Sign ensures cost-effective, secure, and efficient document signing and management for any organization. Overall, Xodo Sign simplifies document management by allowing users to manage multiple teams, businesses, and contacts under one account.
What's new in Xodo Sign?
Xodo Sign has introduced several exciting updates to improve its functionality and streamline document management. This part of our Xodo Sign review focuses on the platform improvements that make it a more seamless and efficient e-signature solution for businesses.
Improved User Interface. Xodo Sign now features a cleaner, more intuitive design so it is easier to upload, manage, and sign documents. Users can quickly access the tools they need to save time and improve productivity.
Stronger Security Features. Recent improvements include enhanced encryption and stronger signer authentication options. This ensures that documents remain secure throughout the signing process. These updates strengthen compliance with legal and industry standards and offer greater peace of mind for businesses.
Expanded Template Management. Users can now create and manage more complex templates so it will be easier to handle frequently used documents. By allowing pre-filling and customization of templates, businesses can eliminate repetitive tasks and improve workflow efficiency.
How Does Xodo Sign Integrate with CRM Software?
Xodo Sign's compatibility with CRM platforms streamlines the flow of client data and document management. By integrating with systems like CRM software, users can automatically import customer information to populate contracts and maintain synchronized records. This integration minimizes manual entry, reduces errors, and enhances the efficiency of sales and customer service workflows while ensuring that all agreements are securely stored alongside relevant client data.
How to Choose the Right Electronic Signature Solution
Selecting the right electronic signature solution requires evaluating your business needs, budget, and technical requirements. Begin by considering the volume of documents your organization processes daily and whether features like reusable templates, audit trails, or integrations with existing tools such as CRM or document management platforms are essential for your operations.
Another key factor is user-friendliness. A simple, intuitive interface can significantly reduce onboarding time for your team and enhance user adoption. For instance, businesses new to electronic signatures may prioritize platforms designed with straightforward workflows to ensure everyone transitions smoothly.
Scalability and compliance are also critical. Growing businesses should choose a solution that accommodates increasing document volumes without compromising on speed or efficiency. Moreover, ensuring compliance with international laws such as ESIGN, eIDAS, or GDPR is vital, especially if your operations span multiple regions or industries.
Cost is a major consideration. Some platforms, like Xodo Sign, provide flexible pricing options, ranging from free plans for small-scale needs to enterprise-grade solutions with advanced features. Comparing available alternatives can help you determine which platform provides the best value for your money.
To explore a comprehensive list of options, visit this expertly curated guide to the best electronic signature software, which includes detailed analyses to simplify your decision-making process.
How much does Xodo Sign cost?
Xodo Sign: Top eSignature Software
4.5 / 5
Xodo Sign pricing offers a free account. Besides that, Xodo Sign pricing plans also include four paid plans. Users are required to pay annually, and those interested in the enterprise plan should contact the vendor directly.
Xodo Sign Lite - $0/month
3 documents/month
2 signer authentication credits
1 document template
Basic Plan - $9.99/month (billed yearly)
Unlimited document signing
Bulk document sending
10 signer authentication credits
3 document templates
App integrations with popular tools
Basic email support
Professional Plan - $39.99/month (billed yearly)
Unlimited document signing
20 signer authentication credits
10 document templates
App integrations (Dropbox, Google Docs, etc.)
Up to 5 users
Premium support with faster response times
Bulk document sending
In-person signing capabilities
Professional Plus Plan - $99.99/month (billed yearly)
Unlimited document signing
40 signer authentication credits
App integrations and bulk document sending
25 document templates
Up to 15 users
In-person signing features
Premium support with priority assistance
Custom branding options
Enterprise Plan - By quote
Unlimited document signing
Custom signer authentication credits based on usage
Volume templates for large-scale document management
Advanced app integrations and bulk document sending
Custom team configurations and collaboration tools
In-person signing capabilities
Dedicated support with personalized solutions
Custom branding and enterprise-level security features
Xodo Sign Pros
Xodo Sign offers a robust e-signature solution with a wide range of features that make it a popular choice for businesses. However, like any software, there are Xodo sign pros and cons. In this section of our Xodo Sign review, we will share a list of user considerations to determine if they align with their needs.
Ease of Use. Xodo Sign is incredibly user-friendly, with a simple interface that requires minimal training. Even individuals with little technical expertise can upload, sign, and send documents quickly. This way, it is accessible for both small businesses and large enterprises.
Flexible Signatures. Xodo Sign allows for multiple signature methods, including drawing, typing, or uploading an image. This flexibility caters to different user preferences and makes signing a document much easier and faster.
Time-Saving Templates. The ability to create custom templates for frequently used documents streamlines workflows. With pre-filled fields and standardized forms, users can expedite document preparation. This also leads to faster sign-offs and reduced manual effort.
Mobile Accessibility. While doing our Xodo Sign review, we discovered that the platform's mobile compatibility ensures that users can sign documents on the go. Whether on a smartphone or tablet, this feature makes it easier for business owners, contractors, or teams to complete tasks from anywhere.
Custom Branding. For businesses that need to maintain a professional image, Xodo Sign’s custom branding option is a huge plus. You can personalize the signing experience with your logo, colors, and other brand elements to create a cohesive brand presence.
Xodo Sign Cons
Lack of Offline Access. Xodo Sign requires an internet connection to upload, sign, and share documents. Users in areas with limited internet access may find it challenging to use the platform effectively.
Limited Document Templates in Free Plan. In our research for this Xodo Sign review, we learned that the free plan of Xodo Sign offers only one document template, which can be restrictive for businesses that need a variety of templates. Users may need to upgrade to a paid plan to access more templates and customization options.
Inability to Directly Edit Documents. Xodo Sign does not allow users to directly edit the content of a document before signing it. Users need to prepare their documents using third-party tools before uploading them to Xodo Sign.
Xodo Sign Core Features
Xodo Sign: Top eSignature Software
4.5 / 5
From customizable templates to secure e-signatures, Xodo Sign helps businesses streamline workflows and ensure legal compliance. In this part of our Xodo Sign review, we will share the Xodo Sign features that simplify the document signing process.
Electronic Signatures. Xodo Sign allows users to sign documents digitally by drawing, typing, or uploading signatures. This feature is versatile and simple and provides a legally binding solution for both businesses and individuals.
Document Templates. With customizable document templates, Xodo Sign helps users save time on repetitive tasks. Users can create and pre-fill templates for commonly used documents like contracts, NDAs, and agreements.
Multi-User Collaboration. Xodo Sign enables multiple users to collaborate on the same document. This functionality is perfect for teams that need to review, edit, and sign documents together.
Audit Trails. Every document signed with Xodo Sign includes an audit trail. This feature tracks the signing process and logs every interaction for a complete history for verification, security, and compliance purposes.
Cloud Storage Integration. As we analyzed the platform for this Xodo Sign review, we found that it integrates seamlessly with cloud storage platforms like Google Drive and Dropbox. This allows users to directly import and export documents so it is easier to manage, store, and share signed contracts across multiple devices.
Signer Authentication. To ensure the identity of signers, Xodo Sign includes robust signer authentication options, including email verification and multi-factor authentication. This adds a layer of security so only authorized individuals can access and sign documents.
Bulk Document Sending. With Xodo Sign’s bulk sending feature, users can send documents to multiple recipients at once. This is ideal for businesses needing to get multiple signatures on contracts or forms.
Real-Time Notifications. Xodo Sign sends real-time notifications when a document is signed, completed, or requires action. This feature helps users stay updated on the status of their documents, reduces delays, and ensures timely follow-ups.
Custom Branding. Xodo Sign allows businesses to customize the signing page with their logos, colors, and branding. This personalization adds a professional touch to your documents and ensures that clients or partners have a seamless, brand-consistent experience during the signing process.
Benefits of Using Xodo Sign
Xodo Sign enhances document management efficiency and security for businesses of all sizes. This section of our Xodo Sign review highlights the different Xodo Sign benefits users can look forward to.
Streamlined Document Signing Process
Xodo Sign simplifies document signing with its easy-to-use interface and flexible signing options. This flexibility makes the signing process quick and adaptable to increase overall efficiency. For example, a small business owner can send a contract to a client, who can then sign it directly on their smartphone. This saves both parties time and eliminate the need for physical paperwork.
Enhanced Document Security
Xodo Sign places a strong emphasis on document security, offering features like multi-factor authentication, SSL encryption, and audit trails. These measures ensure that sensitive documents are handled securely and legally. For example, a law firm using Xodo Sign to manage client contracts can be confident that all agreements are encrypted, and the signers’ identities are verified through authentication to reduce the risk of fraud.
Time Efficiency with Document Templates
The ability to create reusable document templates is one of Xodo Sign’s key benefits. Doing this Xodo Sign review led us to find that by saving commonly used documents as templates, users can quickly populate and send out contracts or forms without starting from scratch each time. For instance, a freelance designer can have a pre-filled invoice template that they simply update for each new client. This speeds up the billing process.
Legally Binding Signatures
Xodo Sign ensures that all electronic signatures comply with international laws, including ESIGN and eIDAS regulations so they are legally binding. This feature is crucial for businesses needing assurance that their contracts and agreements are enforceable. For example, a real estate agent can confidently send property sale agreements to clients for signing. As such, they know that the digital signatures are legally recognized.
Cost Savings
By digitizing the signing process, Xodo Sign helps businesses save on printing, mailing, and storage costs. More so, with flexible pricing plans, businesses can choose a plan that fits their needs without overpaying for unnecessary features. For example, a startup can start with the free plan and scale up as needed. This avoids large upfront costs while still benefiting from essential features.
Collaboration Across Teams
Xodo Sign facilitates team collaboration with features that allow multiple users to access and work on the same document. Teams can review, edit, and sign documents collectively to improve communication and workflow. For example, a marketing team working on a contract with a vendor can collaborate in real time. This ensures that all stakeholders are on the same page before final approval.
Global Accessibility
Xodo Sign is a cloud-based solution that allows users to sign documents from anywhere, at any time, as long as they have Internet access. This accessibility is crucial for businesses with remote or global teams. For example, a remote project manager can send a document to a client in another country for signing, all without needing to meet in person or exchange physical papers.
Mobile Device Compatibility
Xodo Sign is fully optimized for mobile devices so it is easy to sign documents on the go. This feature is especially useful for businesses that require quick sign-offs while traveling or working remotely. For instance, a consultant can easily sign contracts and send them back to clients directly from their phone while on a business trip.
Custom Branding for Businesses
Xodo Sign offers custom branding so businesses can personalize their signing experience by adding logos, brand colors, and other corporate elements. In our research for this Xodo Sign review, we discovered that this creates a professional and cohesive experience for clients so their brand identity is maintained. For example, a law firm can customize the signing page with its logo and colors. This makes the process feel more official and professional to clients.
Seamless Integrations
Xodo Sign integrates with popular cloud storage platforms such as Google Drive and Dropbox for streamlined document management and storage. Users can easily import documents, share them securely, and access signed files without switching between multiple platforms. For example, a sales team can store signed contracts directly in Google Drive. As such, documents are accessible to everyone on the team without having to manually download and organize files.
What business types use Xodo Sign?
Xodo Sign is ideal for businesses of all sizes, from small startups to large enterprises. It is particularly well-suited for industries that deal with a high volume of contracts, agreements, and legal documents, such as real estate, law firms, consulting, and finance. Small businesses and individual professionals like freelancers, consultants, and independent contractors also benefit from its cost-effective pricing plans and ease of use.
However, similar to what other Xodo Sign reviews, we learned that the platform may not be the best fit for businesses in industries that require highly complex document workflows, such as manufacturing, logistics, or healthcare, where custom forms and multi-step approvals are more involved. Large corporations with intricate compliance and legal needs might find that Xodo Sign's limited enterprise-grade features in the basic and professional plans are insufficient for managing high volumes of complex contracts or providing deeper custom integrations. These businesses might require more specialized e-signature solutions with extensive compliance features or additional security protocols beyond what Xodo Sign currently offers.
PandaDoc stands out as a versatile solution for businesses aiming to streamline their document workflows, offering powerful tools to manage contracts, quotes, proposals, and forms effortlessly. With a vast library of over 750 customizable templates, organizations can swiftly produce polished documents that align with their unique requirements. A notable feature is its advanced e-signature system, which guarantees secure, legally binding signatures compliant with the ESIGN Act and UETA, all accessible from any device without limits on the number of signatures for paid users. Moreover, PandaDoc fosters seamless team collaboration through real-time editing and commenting, ultimately boosting efficiency and minimizing errors while cutting down on paper-related costs and manual tasks.
Frequently Asked Questions (FAQs)
How do I sign up For Xodo Sign and get started?
To sign up for Xodo Sign, simply visit their website and click on the "Sign Up" button to create a free account using your email or through a third-party service like Google. Once registered, you can upload your documents, add signature fields, and start sending them for electronic signatures immediately.
Can I create custom templates with Xodo Sign?
Yes, Xodo Sign allows you to create custom templates for your documents, saving you time when sending similar agreements or forms. You can easily add predefined fields, such as signatures and text, to streamline the signing process for future use.
How do I track the status of my documents in Xodo Sign?
You can track the status of your documents in Xodo Sign through the dashboard, which provides real-time updates on whether the document is awaiting signatures, completed, or in progress. Notifications are also sent to alert you when a document is signed or if action is required from any party.
Can I send documents For signature from my phone using Xodo Sign?
Yes, you can send documents for signature directly from your phone using the Xodo Sign mobile app, available for both iOS and Android devices. The app allows you to upload documents, add signature fields, and send them for signing on the go, making the process fast and convenient.
In evaluating SaaS software, a comprehensive and structured methodology
ensures a fair and accurate comparison across key metrics.
This approach focuses on the most critical aspects that affect user
experience, functionality, and business value.
The following metrics—general features, cost, customer service, integrations,
and mobile support—are evaluated to provide a holistic
view of each software solution’s strengths and weaknesses. These metrics
are selected based on their direct impact on software
usability, scalability, and long-term effectiveness for businesses.
General Features (40%)
This metric evaluates the core functionalities and tools the software offers.
It involves assessing the comprehensiveness of
the features, their relevance to the target users, and the ease of use.
This is important because robust and well-designed
features determine the software’s overall utility
and efficiency in solving user problems.
Cost (15%)
Cost analysis focuses on pricing models, value for money, and scalability.
It’s crucial to evaluate whether the software’s
features justify its price, considering different plans for small and
large organizations. This is vital for businesses to
ensure they invest in cost-effective solutions that fit their budget.
Customer Service (15%)
This evaluates the responsiveness, quality, and availability of customer
support, including channels like chat, email,
or phone. Good customer service is essential for troubleshooting and
ensuring smooth software usage, which reduces downtime
and frustration for users.
Integrations (15%)
This examines how well the software integrates with third-party tools
(e.g., CRM, payment systems, collaboration apps).
Seamless integrations are key for creating a unified workflow and
enhancing productivity by connecting multiple systems,
which is crucial for operational efficiency.
Mobile Support (15%)
Mobile support assesses the software’s functionality and performance on
mobile devices, including apps and mobile web versions.
With increasing remote work and on-the-go usage, strong mobile
support is critical to ensure users can access and utilize
the software effectively, regardless of location.